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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,299 | $96,508-67.6% | $75,901-58.8% | $152,897-79.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 18.54% | 33.99%-15.5pp | 30.76%-12.2pp | 345.43%-326.9pp |
| Employer contribution / active EE | $4,167 | $3,310+25.9% | $2,501+66.6% | $4,764-12.5% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,345 | $8,081-9.1% | $5,420+35.5% | $11,599-36.7% |